Siligmueller & Norvid Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Siligmueller & Norvid Wealth Advisors’s Portfolio ICSH Stock Details ICSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,966	Closed	-$201K	–	186
2025 Q2	$201K	Hold	3,966	–	–	0.08%	92
2025 Q1	$201K	Hold	3,966	–	–	0.09%	90
2024 Q4	$200K	Buy	+3,966	New	+$200K	0.09%	91

Other funds holding ICSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's ICSH Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2025, closing a stake of 3,966 shares — an estimated $201K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in ICSH in Q4 2024 and held it in 3 quarters. The position peaked at $201K in Q1 2025. 470 funds tracked by Wall St. Rank hold ICSH as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 3,966 iShares Ultra Short Duration Bond Active ETF shares in Q3 2025, an estimated $201K.
Siligmueller & Norvid Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $201K in Q1 2025.
470 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.